RWM
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Rockwood Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Rockwood Wealth Management’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.09M Buy
4,586
+5
+0.1% +$1.15K 0.07% 48
2026
Q1 		$985K Sell
4,581
-27
-0.6% -$6.02K 0.07% 49
2025
Q4 		$1.01M Buy
4,608
+1,108
+32% +$242K 0.08% 46
2025
Q3 		$755K Hold
3,500
– – 0.06% 49
2025
Q2 		$716K Hold
3,500
– – 0.06% 51
2025
Q1 		$679K Sell
3,500
-22
-0.6% -$4.38K 0.07% 46
2024
Q4 		$690K Buy
3,522
+6
+0.2% +$1.2K 0.07% 44
2024
Q3 		$696K Buy
3,516
+185
+6% +$35.2K 0.08% 43
2024
Q2 		$608K Buy
3,331
+161
+5% +$29K 0.07% 44
2024
Q1 		$579K Buy
3,170
+995
+46% +$175K 0.07% 44
2023
Q4 		$371K Buy
2,175
+9
+0.4% +$1.45K 0.05% 56
2023
Q3 		$337K Hold
2,166
– – 0.06% 50
2023
Q2 		$352K Buy
2,166
+9
+0.4% +$1.41K 0.06% 55
2023
Q1 		$332K Hold
2,157
– – 0.07% 50
2022
Q4 		$328K Buy
2,157
+197
+10% +$29.4K 0.08% 50
2022
Q3 		$265K Sell
1,960
-454
-19% -$67.6K 0.08% 56
2022
Q2 		$346K Buy
2,414
+833
+53% +$127K 0.16% 50
2022
Q1 		$256K Buy
1,581
+159
+11% +$25.7K 0.12% 65
2021
Q4 		$244K Buy
+1,422
New +$234K 0.11% 105

Other funds holding VIG

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Rockwood Wealth Management's VIG Position: Q2 2026 in Review

Rockwood Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 0.11% in Q2 2026, buying an estimated $1.15K and bringing the position to 4,586 shares worth $1.09M. The position accounts for 0.07% of the portfolio, ranked #48.

Rockwood Wealth Management first reported a position in VIG in Q4 2021 and has held it in 19 quarters since. 1,400 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Rockwood Wealth Management held 4,586 shares of Vanguard Dividend Appreciation ETF worth $1.09M as of Q2 2026.
  • Rockwood Wealth Management bought 5 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.15K.
  • Vanguard Dividend Appreciation ETF made up 0.07% of Rockwood Wealth Management's portfolio in Q2 2026, its #48 holding.
  • Rockwood Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,400 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Rockwood Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.